“Jennifer is a perfect example of individual growth in this business;
growth on a personal level, leadership growth, and professional growth,
which has translated to growth of my business and assets under
management”

“Jennifer is a perfect example of individual growth in this business;
growth on a personal level, leadership growth, and professional growth,
which has translated to growth of my business and assets under
management,” said company founder and CERTIFIED FINANCIAL PLANNER®
professional Jacob Young. “My business has grown since coming to
Securities America in 2009, and Jennifer is a primary reason for that
growth.”

To qualify, assistants must be nominated by a Securities America
advisor, have a minimum of two years’ experience in the financial
services industry and, if securities licensed, have a clean compliance
record. This top assistant is also selected based on specific instances
of service above and beyond expectations to clients, advisors and the
firm; demonstrated leadership abilities; and personal and professional
development.

Young nominated Telles for the award based on her exceptional attention
to detail, professional growth and her ability to lead and coordinate
assignments. In addition to Telles and Young, the firm employs two
licensed advisors and three assistants.

After graduating from California State University Monterey Bay with a
bachelor’s degree in management and international entrepreneurship in
2003, Telles joined the Jacob Young Financial Services as a part-time
assistant. Today, she serves as client account manager, has earned
Series 6 and 63 industry licenses and completed Securities America’s
Assistant University.

“Professionally, Jennifer has moved from a part-time assistant who
primarily assisted me with paperwork and client servicing, to a
knowledgeable assistant who could take any role assigned to her,” Young
said.

Securities America has a long history of providing support for sales
assistants. 2017 marks the 20th year the independent
broker-dealer has hosted its annual Assistant University, an intensive
two-day workshop for both new and experienced office staff. This year’s
event is scheduled for Oct. 5-6, in Omaha, Nebraska. It will include
training in technology, compliance, marketing, operations, business
management and practice management.

Securities America also offers these exclusive programs to help sales
assistants grow professionally:

A Sales Assistant Advisory Board that provides Securities
America suggestions and a sounding board for how to best equip and
serve assistants to maximize effectiveness and efficiency.